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  2. Alteri Wealth LLC

Filings through Oct 24, 2026.

Alteri Wealth LLC

EIN 99-3233655-financial services-Latest filing 2025
Plans
1
Retirement
1
$2.2M assets
Health & Benefits
0
Participants
10
4195 E THOUSAND OAKS BLVD, SUITE 250 - WESTLAKE VILLAGE, CA 91362805-809-0405alteriwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$2.2M - 10 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

ALTERI WEALTH LLC 401(K) PLAN

401(k)

Assets$2.2M
Participants10
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ALTERI WEALTH LLC 401(K) PLAN401(k)$2.2M102025
  • ALTERI WEALTH LLC 401(K) PLAN$2.2M
    #001 · 401(k) · 202510
Retirement plans
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